+104.2%
BN vs TRMB
+29.6%
+74.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.1% | +2.8% | +3.3% |
| 7D | +3.6% | -17.0% | +20.6% | +11.6% |
| 30D | +15.9% | -9.0% | +24.9% | +18.5% |
| 3M | -2.3% | -8.1% | +5.8% | -1.1% |
| 6M | -8.4% | -10.1% | +1.6% | -6.4% |
| YTD | -5.9% | -30.2% | +24.3% | +11.9% |
| 1Y | -5.6% | -30.7% | +25.1% | +12.7% |
| 3Y | +104.2% | +32.6% | +71.6% | +54.5% |
| All | +104.2% | +29.6% | +74.6% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded TRMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling